Total Clarity Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $362K | Buy |
5,407
+1,297
| +32% | +$86.9K | 0.1% | 200 |
|
2025
Q1 | $262K | Hold |
4,110
| – | – | 0.09% | 213 |
|
2024
Q4 | $262K | Hold |
4,110
| – | – | 0.09% | 214 |
|
2024
Q3 | $256K | Hold |
4,110
| – | – | 0.08% | 217 |
|
2024
Q2 | $242K | Buy |
4,110
+272
| +7% | +$16K | 0.08% | 218 |
|
2024
Q1 | $219K | Buy |
+3,838
| New | +$219K | 0.08% | 243 |
|
2022
Q3 | – | Sell |
-3,838
| Closed | -$156K | – | 386 |
|
2022
Q2 | $156K | Buy |
+3,838
| New | +$156K | 0.08% | 243 |
|